Hoxton Financial’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $43K | Hold |
619
| – | – | 0.02% | 153 |
|
|
2015
Q4 | $42K | Sell |
619
-10
| -2% | -$679 | 0.02% | 142 |
|
|
2015
Q3 | $43K | Hold |
629
| – | – | 0.02% | 142 |
|
|
2015
Q2 | $41K | Hold |
629
| – | – | 0.02% | 150 |
|
|
2015
Q1 | $49K | Hold |
629
| – | – | 0.02% | 140 |
|
|
2014
Q4 | $48K | Hold |
629
| – | – | 0.02% | 140 |
|
|
2014
Q3 | $39K | Hold |
629
| – | – | 0.02% | 140 |
|
|
2014
Q2 | $39K | Hold |
629
| – | – | 0.02% | 143 |
|
|
2014
Q1 | $37K | Buy |
629
+10
| +2% | +$588 | 0.02% | 144 |
|
|
2013
Q4 | $33K | Sell |
619
-72
| -10% | -$3.84K | 0.01% | 259 |
|
|
2013
Q3 | $43K | Hold |
691
| – | – | 0.04% | 137 |
|
|
2013
Q2 | $46K | Buy |
+691
| New | +$46K | 0.03% | 202 |
|